Docmo seamlessly populates, organizes, and emails your files with one click. Customization and flexibility are core tenants of Docmo's design. And our Professional Services team is always here to support, configure, and build customizations.
See how Docmo compares to Templafy as of 2020.
"Docmo has really increased efficiency for my staff. We can handle more than double the workload with the time and resources it saves. We love it!"
-Nancy Tran (Director of Sales, Nemko USA)
Template automation
Batch preparation
Free, unlimited users
Free, unlimited templates
Single sign-on
Full-service, professional configuration available
HIPAA compliant
(some customizations excluded)
Email automation and scheduling via Outlook
Batch email preparation
Reactive workflows
Use your templates
Use professionally developed, custom templates
Manage libraries of on-brand content
Works on PC
Works on Mac
Company sizes supported
Small, Medium
Enterprise
Enterprise
Together, we will build beautiful template automation which handles all the exceptions your business demands, using your templates and your data.
Try free for 14 days, cancel anytime.
Business evolves, and so must your document, proposal, and report generation procedures. Docmo is incredibly flexible and easy to reconfigure, so keeping up with your business needs is truly as simple as modifying a value or formula in a cell.
You may not be interested in doing the setup or management yourself, that's why our Professional Services team is here to help, build, and support. We can fully configure your Docmo template automation, build input forms, or connect directly to your other systems.
ROI comes in many forms: productivity, workflow automation, quality assurance, governance and control. Whether simply preparing templates, handling exceptions, organizing files and folders, or sharing files via email and fileshare, Docmo is built to work for real-world businesses.
Our pricing model is transparent (starting at $200/mo). Starting small is easy, and growing is easy, too.
One-click document generation.
Easy and user friendly interface. Templates are populated and saved individually or batched at the click of a button.
Compose, send and schedule emails.
Automates email composition and distribution (with attachments). Document scheduling. Populate and schedule emails to be sent with Docmo.
Various content types supported.
Automates input of text, auto-numbered headings, images, charts, tables and more using our proprietary Tag Action system.
Apply custom formatting.
Applies font size, color, italics, strike or remove sections and more.
Word and PDF compatible.
Saves documents as Word or PDF to new or existing folders.
Batch document creation.
Generate and save multiple documents at once with custom content for each document.
HIPAA compliant.
Excluding some customizations, all of Docmo (and Microsoft Excel) is fully HIPAA compliant.
Connect to Salesforce and more.
Pull content from any app, ERP, CRM, database, spreadsheet, or document - local or cloud. We can help you connect via API, direct connection, or even just an export.
Team collaboration.
All authenticated members of your team can access and manage documents integrated with Docmo.
Simple and Powerful workflow automation Excel.
Automates what to do when (like when to in/exclude or format content) with Excel formulas.
Your reports in mind.
Designed for contracts, proposals, quotes, reports, legal forms and more.
User access management.
Users are authenticated by their device. This means no logins, and easy control over who in your organization can use Docmo.
Security & Updates.
Security and updates are automatically pushed with no downtime or actions needed on your end.
Unlimited users. Unlimited templates.
Docmo grows with you, no hassle.
Let our team guide you to achieving beautifully automated reports at the click of a button. Try free for 14 days. Cancel anytime.
